An open notebook with blank pages awaiting New Year resolutions

It occurred to me that year after year, I make one resolution or another. And year after year, shortly after the celebrations are over, I fail to keep the commitment I had made myself. This year I wanted to change that, so I decided these elements needed to be present to give me a chance of being successful with any resolution I might make.

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An open notebook

Building something great starts with a cornerstone idea, then adding to it little by little. Incredible things can come from taking one step at a time with your eye on the future. Read what TA Group Chairman Rick Nelson learned from his cousin, Rob, who has done just that.

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Recently I had the pleasure of visiting with an impressive group of 40+ interns working in various areas of our business. They were meeting with me all together as part of their onboarding and integration process, so I won’t pretend they all signed on to hear what I had to say – but I was flattered that they appeared to have done their homework, knew who I was, and came prepared to ask very specific questions about my experience.

I’ve done these visits, virtually or in-person, many times. They are never the same and I leave each feeling that I received much more than I gave.

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MasterClass 4 Selling Your Company

SELLING YOUR COMPANY  |  MAY 20, 11-12 PT Are you thinking about selling your company, but not sure how to proceed? In this MasterClass, special guest Chris Duxler, President of TangoTeams, will join Casey Stenzel, TAG CFO and Peter Buck, President of TAG Ventures, to lay out the steps from a seller point of view.…

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M&A Pitfalls MasterClass #3 with Gayle Sheppard

UNDERSTANDING EARNOUTS  |  APR 22, 11-12 pm https://www.youtube.com/watch?v=9mIc0FZM6ik Are you considering a merger or acquisition? Learn how to avoid the Pitfalls of M&A from founders and investors who have been there. We’re excited to have Gayle Sheppard as our guest for Apr 22. Gayle shared her M&A experiences as the former CEO of Saffron Technology,…

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M&A Pitfalls MasterClass #1

Are you considering an acquisition or merger? M&A can be a great way to quickly grow your business and create economies of scale, but the path can be rocky for founders and investors. Set your expectations with this MasterClass for founders and investors on Avoiding M&A Pitfalls, hosted by Denali CEO Rebecca Lovell and TAG CFO Casey Stenzel.

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TA Group acquires Denali Financial Consulting

Welcome to the TAG Team, Denali FC! January 28, 2021 Known as “Finance Whisperers” to Start-Ups, Denali Founders Chris Dishman and Jaennae’ Dinius Mark Their Own Major Milestone TA Group Holdings (TAG) is excited to announce the acquisition of Denali Financial Consulting. Denali was founded in 2008 to provide expert financial services to businesses at…

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